Adding items to a current table to track activity, although item won't be processed in current month

Sorry, it's difficult to explain in writing, but you are following along great! Ok, so we have the master table, it has 2,553 records. The filing frequencies are Monthly, BiMonthly, Quarterly, SemiAnnual and Annual. The previous developer set it up so that the Jan, Feb, Apr, May, Jul, Aug, Oct, Nov periods include all of the records with a "monthly" filing frequency. The Mar, Jun, Sep, Dec periods include all of the records with a Monthly and Quarterly filing frequency. June would also include the semi annuals and December would also include the annuals. So it isn't necessarily a "field", per say. I have attached images of the formula fields I had mentioned, in case that helps. He set up the filing frequencies using numbers, as you'll see for December (2,553 records), it includes all of the periods. March would have the Monthly & Quarterly filings due (2,118 records), July would have just the Monthly filings due (1,541 records), etc. To copy the records each month, we have reports set up to pull the Mar records for example, then I would choose to copy these records to another table.